Exclusive Gateway Node

Estimated Reading Time:  6 minutes

Overview

The Exclusive Gateway node helps you send your end-user down a specific path based on conditional data. The Exclusive Gateway node uses logic and gathered data to split your end-user journey into 2 or more paths. As the workflow moves through Exclusive Gateway node logic, the course can change for your end-user. The Exclusive Gateway node allows you to send your end-user down one of many possible paths.

Exclusive Gateway nodes include a single input port on the left side and a single output port on the right side. When you wire an Exclusive Gateway node to another node, the connector is an Exclusive Gateway link. Exclusive Gateway links connect the Exclusive Gateway node to the nodes that follow. The Exclusive Gateway link is also where you enter the logic. The workflow's path changes using logic, set at the Exclusive Gateway link level. When your workflow reaches an Exclusive Gateway node, it follows the first Exclusive Gateway link it evaluates as true.

You can also set an Exclusive Gateway link as default. If no other links evaluate as true, the workflow follows the default link. A good use for default links is to customize the navigation bar in Express View.

When you're ready to add an Exclusive Gateway node, you'll find it in the list of nodes on the Workflow Editor's left side.

What You’ll Learn

In this article, you'll learn how to: 

Settings Menu Description

Click on the Exclusive Gateway node to display the Settings Menu. The Exclusive Gateway node has the following settings:

Setting Description

Edit

Takes you to the Edit Exclusive Gateway window, where you can configure related settings.

Delete

Removes the Exclusive Gateway node from the workflow.

Edit Exclusive Gateway Window Description

Clicking the Edit button displays the Edit Exclusive Gateway window.

The following settings are available in the Edit Exclusive Gateway window:

Setting Description

Label

The name of the node. By default, the Label displays as exclusive-gateway-1. This label is optional and displays below the node once set.

Define your labels by associating them with the role of the node.

Error Message

This message lets end-users know when there's a break in the logic. If you do not set an error message, the default message "An error has occurred: No Exclusive Gateway Result found." is shown.

Output Links

Displays the logic and linked node for each path from the Exclusive Gateway node. You can edit each item from here.

NOTE  If you see Output Links without an Edit button, you have not set up Exclusive Gateway links for this Exclusive Gateway Node.

Edit Button

Click an output link Edit button to edit it. Click this button to open the Edit Exclusive Gateway Link window.

Close Button

Closes the Edit Exclusive Gateway window, returning your focus to the pool.

Adding an Exclusive Gateway Node with Exclusive Gateway Links

For this use case, your workflow will verify that your end-users driver's license is valid. It will also verify that your end-user is over the age of 18. Your conditions are that their license is either valid or not and that they are over the age of 18 or not. If your end-user is under 18, the workflow ends. These end-users cannot advance to enter lifestyle questions or the signaturemodule.

This use case assumes that you’ve set up your modules in advance and that you have a new workflow open.

When completed, your workflow will look like this:

What You'll Need

To set up this use case, you’ll need:

  • 5 Screen/Task nodes
  • 2 Exclusive Gateway nodes
  • 2 End nodes

Configure the Authenticated Screen/Task Nodes

First, you’ll add 3 Screen/Task nodes to the Authenticated swimlane.

1. Drag and drop 3 Screen/Task nodes in the pool. Position the nodes in the Authenticated swimlane.
2. Click Edit to configure the nodes as follows:

Label

Add a Module

Customer Information

Enablement Lab: Gateway Node-Customer Information

LifeStyle Questions

Enablement Lab: Gateway Node-LifeStyle Questions

Signature

Enablement Lab: Gateway Node-Signature

3. Click Close.
4. Connect the output port (right) of the Start node to the input port (left) of the Customer Information node.

NOTE  You'll connect the remaining Screen/Task nodes at a later stage.

Configure the Automated Screen/Task Nodes

Next, you’ll add 2 Screen/Task nodes to the Automated swimlane.

1. Drag and drop 2 Screen/Task nodes in the pool. Position the nodes in the Automated swimlane.
2. Click Edit to configure the nodes as follows:

Label

Add a Module

License Check

Enablement Lab: Gateway Node-License Check

Age Check

Enablement Lab: Gateway Node-Age Check

3. Click Close.
4. Connect the output port (right) of the Customer Information node to the input port (left) of the License Check node.

NOTE  You'll connect the remaining Screen/Task nodes at a later stage.

Configure the First Exclusive Gateway Node

Now, let's add the first Exclusive Gateway node. This Exclusive Gateway splits your workflow for current and expired licenses. For valid licenses, your workflow advances to verify your end-users age. If the license is not valid, your end-user remains at Customer Information.

1. Drag and drop an Exclusive Gateway node in the Automated swimlane in the pool. Position your node between the License Check and Age Check nodes.
2. Click Edit.
3. Enter License Gateway in the Label.
4. Click Close.
5. Connect the output port (right) of the License Gateway node to the input port (left) of the Customer Information node. This connector becomes an Exclusive Gateway Link.
6. Connect the output port (right) of the License Check node to the input port (left) of the License Gateway node.
7. Connect the output port (right) of the License Gateway node to the input port (left) of the Age Check node. This connector becomes an Exclusive Gateway Link.
8. Edit the Exclusive Gateway Links as follows:
Exclusive Gateway Link Label Logic

License Gateway to Customer Information

Not Valid

expValid="no"

License Gateway to Age Check

Valid

expValid="yes"

9. Click Close.

Configure the Second Exclusive Gateway Node

Next, let's add the second Exclusive Gateway node. This Exclusive Gateway splits your workflow for your end-users over and under the age of 18. The workflow continues to LifeStyle Questions for your end-users over 18. The workflow ends for your end-users under 18.

1. Drag and drop an Exclusive Gateway node in the pool. Position your node to the right of the Age Check node in the Automated swimlane.
2. Enter Age Gateway in the Label.
3. Click Close.
4. Connect the output port (right) of the Age Check node to the input port (left) of the Age Gateway node.
5. Connect the output port (right) of the Age Gateway node to the input port (left) of the LifeStyle Questions node. This connector becomes an Exclusive Gateway Link.
6. Configure the Age Gateway to LifeStyle Questions Exclusive Gateway Link as follows:
a. Label: enter of Age.
b. Logic: enter ofAge="yes".
7. Click Close.
8. Connect the output port (right) of the LifeStyle Questions node to the input port (left) of the Signature node.

Configure the First End Node

1. Drag and drop an End node in the pool, placing the node in the Automated swimlane.
2. Connect the output port (right) of the Age Gateway node to the input port (left) of the end-1 node. This connector becomes an Exclusive Gateway Link.
3. Configure the Age Gateway to LifeStyle Questions Exclusive Gateway Link as follows:
a. Label: enter of Age.
b. Logic: enter ofAge="no".
4. Click Close.

Configuring the Second End Node

1. Drag and drop an End node in the pool, placing the node in the Authenticated swimlane.
2. Connect the output port (right) of the Signaturenode to the input port (left) of theend-2 node.
3. Click Save Workflow.

Best Practices

Add your Exclusive Gateway nodes close to where you collect decision data. This way, you can make a workflow-changing decision as soon as you receive the data.

Changing an Exclusive Gateway Node’s Settings

After you add an Exclusive Gateway, you can hop back into its settings whenever you like. Let's revisit the Exclusive Gateway settings:

1. Click on an Exclusive Gateway to select it.
2. Click Edit.
3. Change the text of the Label as needed.
4. Enter a custom Error Message as needed. Use the Exclusive Gateway name in your message to help the end-user identify any issues.
5. In the Output Links section, click Edit to edit an Exclusive Gateway link.
6. Change the text of the Logic as needed.
7. Click Close.
8. Click Save Workflow.

Deleting an Exclusive Gateway Node

Now, let's look at how to remove an Exclusive Gateway node from your workflow. Please note that deleting an Exclusive Gateway node also removes any connected Exclusive Gateway links.

1. Select your Exclusive Gateway node in the pool.
2. Click Delete.
3. Click Save Workflow.